Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform.

Tip of the Month

Manager Content

Are you looking for manager-related documents? Check the new Manager Content section under the Research tab, where you can view all your manager documents in one place.

Feature Spotlight

New functions in the Client Vault

The Client Vault serves as a repository to keep all agreements and other pertinent client files together in one location. Now after posting documents to the Client Vault, you have new document management options to:

• Update and delete documents posted to the vault
• Restrict visibility of documents posted to the vault

The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice.

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